See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,415 | $66,098+18.6% | $101,794-23.0% | $74,304+5.5% |
| Participation rate | 55.4% | 53.8%+1.7pp | 69.2%-13.7pp | 60.3%-4.9pp |
| Annual return | 10.81% | 19.59%-8.8pp | 30.53%-19.7pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,572 | $1,082+45.4% | $2,289-31.3% | $2,241-29.8% |
| Participant deferral / active EE | $3,681 | $2,781+32.4% | $4,084-9.9% | $3,767-2.3% |
| Admin fee / account holder | $21,303 | $4,146+413.8% | $8,777+142.7% | $2,969+617.6% |